Jobs - Current Jobs
Common operations with the Jobs Tab - Current Jobs subtab
To create a New Job or New Booking: Enter information on the next page:
Thu, 16 Feb, 2017 at 6:33 PM
Documents or photos can be uploaded along with the job (MOT certificates, maintenance records, etc) Up to 3 files can be uploaded at a time. This...
Thu, 16 Feb, 2017 at 6:33 PM
Items in the check sheet can be dragged and dropped to reorganize (click on the :: symbol next to each item) Boxes next to items can be clicked once...
Thu, 16 Feb, 2017 at 6:33 PM
Adding a new time entry causes the display to change: Clicking transfer to invoice displays 2 options: Transfer as one line: all hour...
Thu, 16 Feb, 2017 at 6:34 PM
Navigate to the following screen and click New Follow Up: Specify the follow up date and time:
Thu, 16 Feb, 2017 at 6:34 PM
All jobs can have notes attached to them. These can be added by doing the following: Notes can be made "office only" so it will not b...
Thu, 16 Feb, 2017 at 6:35 PM